Elite Banking Executive

Position: Elite Banking Executive

Group: Retail Banking

Primary Job Purpose

The job holder is responsible for sales calls to reach segment customers and enhance the profitability of the Bank. He / She manages the portfolios / services of existing customers and research opportunities to gain new customers / cross sell products / services to improve the financial position of the Bank.

Job Roles & Responsibilities:

Operations, Review and Reporting

Understanding

• Maintain updated knowledge of rules, regulations and standards in the field and related matters of interest to the department

Fieldwork

• Develop new business and expand existing relationships by identifying and approaching potential customers and their banking needs, and by managing client issues to resolve them in the interest of the Bank and the customer
• Promote and provide a full range of lending, deposit, and investment services to segment individuals, in compliance with regulations and established sales, operational, and security policies and procedures
• Promote the Bank’s products and services by recommending alternative services, guiding customers, attending venue sales events, and answering inquiries in accordance with Bank’s policies
• Process all transactions in line with the criteria defined by CBK and the bank Concerning the AML policy

Reporting

• Update and maintain accurate client records and files to ensure having the latest contact and portfolio details
• Generate and escalate periodic and requested reports ensuring accuracy and timely delivery
• Review, update, and report on daily Branch results and proximity to sales targets to recommend ways of expanding segment customer base

Stakeholder Management

Internal Interactions

• Participate in various cross-functional committees / teams for multiple purposes to achieve optimal co-operation and to assume seamless quality service

External Representation

• Manage client relationships to find and seize opportunities; organize financial services / products to meet customer needs while managing cost effectiveness of own portfolio to maximize profitability

Job Specifications

E ducational Qualification(s)

• Bachelor’s degree or equivalent in a related field

Experience

• Minimum 5 years of related experience

Language(s) known

• English (Proficient)
• Arabic (Proficient)